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IJMAX vs VMVIX
IJMAX vs VMVIX Comparison
Open Charts IJMAX vs VMVIX
VY® JPMorgan Mid Cap Value A
Price$15.26
Change-$0.45 (-2.86%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
IJMAX vs VMVIX Comparison Chart
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IJMAX vs. VMVIX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IJMAX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. IJMAX (297M). VMVIX pays higher dividends than IJMAX: VMVIX (2.03) vs IJMAX (0.68). IJMAX was incepted earlier than VMVIX: IJMAX (23 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. IJMAX (10.00). IJMAX has a lower initial minimum investment than VMVIX: IJMAX (0) vs VMVIX (3000). VMVIX (11.14) and IJMAX (11.00) have marching annual gain over last year. VMVIX return over 5 years is better than : 36.10 vs. IJMAX (-5.06).
| IJMAX | VMVIX | IJMAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.937 | 11.487 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 32.8B | 1% |
| Annual Yield % from dividends | 0.68 | 2.03 | 34% |
| Returns for 1 year | 11.00 | 11.14 | 99% |
| Returns for 3 years | -14.16 | 11.16 | -127% |
| Returns for 5 years | -5.06 | 36.10 | -14% |
| Returns for 10 years | -25.78 | 83.66 | -31% |
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